节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：10/10
印尼能源和矿产资源部（ESDM）正推进2026年镍产量调整计划，核心目标为维持全球镍市场供需平衡，适配国内加工与精炼行业需求。副部长尤利奥·丹戎透露，相关调整仍在与矿产和煤炭总局局长磋商，政府将通过评估矿业公司提交的2026年工作计划和预算（RKAB），确保其符合国内产业需求。此举并非单纯减产，而是为规避产能过剩引发价格下跌，保障行业持续运营及利润最大化，最终提升国家财政收入。
能源和矿产资源...
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